amazing looking at the sensitivity table in the PFS and a 20 percent increase in price will give us close to 50 percent increase in POST tax NPV! from approx 800million to 1.2 billion! lifting the IRR from 43% to 55%... now I'm well aware spot price is different to a contract price but surely 15 dollars a pound (13 dollars/pound PFS fIgure) will not be an unreasonable contract price if this breaks 30 dollars a pound...
so come DFS If we increase V price In PFS by 20 percent and increase minelife by 50 percent from recent drilling, what sort of rough NPV are we looking at?? maybe @7benson7 could chime in? you seam accross these sorts of calcs.. we wont include any of the opex savings we are likely to make from steeper pit walls either...
we getting close to 2 billion NPV pre tax??
even If we are conservative and quadruple the SOI (400m) For financing that would still give us 5 dollars a share based on 2 billIon NPV!
cant believe someone wont try and just take us out If we stay this cheap for much longer